Introduction At RPS, we don’t just embrace bold ideas, we make them happen. We’re a team of entrepreneurs, big-picture thinkers, and passionate experts who thrive on possibility. Every day, we collaborate across teams, challenge convention, and push boundaries to design innovative solutions for our clients. With access to top-rated carriers and a dynamic marketplace, we bring strategy and creativity together to deliver what others might call impossible. Here, every voice counts, every perspective matters, and every challenge is an opportunity to grow. You’ll be supported by a culture that celebrates ownership, curiosity, and high performance, where you’re trusted to do your best work and encouraged to keep learning along the way. Overview At Risk Placement Services (RPS), we’re one of the largest Specialty Wholesale Insurance Brokerage firms in the U.S., thriving on teamwork, creativity, and responsiveness. As a Broker, you’ll play a key role in fostering revenue growth by delivering efficient underwriting services and connecting retail agents with national markets. How you'll make an impact In this role, you’ll prospect for new business, build strong relationships with agents and carriers, and pre-qualify submissions to focus on high-probability opportunities. You’ll also develop expertise in insurance solutions for specific product lines and industry segments, ensuring RPS remains a trusted partner for retail agents. - Actively network and build relationships with independent retail agents and carrier underwriters. - Analyze submissions to determine the best carrier, coverage, and premium. - Stay updated on industry trends to adapt underwriting strategies. - Ensure business partners understand RPS’s full range of risk solutions. About You - A Bachelor’s degree and at least 5 years of related work experience. - Business development and relationship management skills. - A home state P&C license - Strong analytical skills and a detail-oriented mindset. - A passion for building trust and delivering exceptional service. Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: - Medical/dental/vision plans, which start from day one! - Life and accident insurance - 401(K) and Roth options - Tax-advantaged accounts (HSA, FSA) - Educational expense reimbursement - Paid parental leave Other benefits include: - Digital mental health services (Talkspace) - Flexible work hours (availability varies by office and job function) - Training programs - Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing - Charitable matching gift program - And more... **The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Role Description We are looking for a highly motivated FP&A Analyst to support financial planning, reporting, and strategic analysis. This role will play a key part in helping leadership understand business performance, optimize resource allocation, and support growth initiatives. You will work closely with cross-functional teams including Sales, Marketing, Product, Engineering, Professional Services, and HR to translate data into actionable insights. Key Responsibilities - Support budgeting, forecasting, and long-range planning processes across the organization - Perform monthly variance analysis and provide clear insights into business performance - Build and maintain financial models to support strategic initiatives, pricing, and investment decisions - Develop dashboards in PowerBi and reports to track key SaaS metrics (ARR, churn, CAC, LTV, etc.) - Assist in board reporting and executive-level presentations - Improve and automate financial processes, reporting, and data flows - Ensure consistency and accuracy across financial and operational data sources Qualifications - Bachelor’s degree in Finance, Accounting, Economics, or related field - 2–5 years of experience in FP&A, corporate finance, or consulting - Strong financial modeling and analytical skills - Advanced Excel/Google Sheets skills; experience with BI tools (Power BI, Tableau, etc.) is a plus - Experience working with SaaS or recurring revenue business models preferred - Strong communication skills with the ability to influence non-finance stakeholders - Ability to work independently in a remote, globally distributed team Preferred Experience - Familiarity with SaaS metrics and subscription-based revenue models - Experience supporting go-to-market teams or revenue operations - Exposure to financial systems (Quickbooks and Salesforce, planning tools) - Experience in a high-growth or scale-up environment What Success Looks Like - Improved forecast accuracy and visibility into business performance - Clear, actionable insights delivered to leadership - Strong partnership with cross-functional teams - Scalable and efficient financial reporting processes

Role Description Responsible for providing financial advice to clients to help them achieve their financial goals. Helping people to integrate their faith and finances through their investment, insurance, banking, and charitable giving decisions. This position serves our Client Engagement Center (CEC) specializing in Retirement Services. - Provide holistic investment, insurance, and charitable giving. - Maintain a strong knowledge of Everence products. - Generate new business and sales of products within designated region. - Build and maintain strong relationships with clients through excellent customer service, regular communication, and proactive outreach. - Build trust with clients through professional competency and empathy. - Cultivate connections and proactively deepen relationships to generate cross-sales and new opportunities. - Function effectively as part of a consultant team approach. - Acquire and maintain a working knowledge of all Everence-offered products and services. - Periodically make group presentations. - Achieve required licensures and complete continuing education credits and compliance requirements as needed to maintain all licenses. - Become proficient with the Customer Relationship Management (CRM) software and OnBase software platform for workflows and file storage. - Acquire and maintain a strong working knowledge of compliance regulations. - Additional duties as assigned. - Areas of specialization include: Retirement Services. Qualifications - High attention to detail and organization. - Excellent interpersonal and communication skills both written and verbal, respectful, diplomatic, and professional in interactions with others. - Ability to explain complex financial concepts in an easily understood manner. - Willingness to follow a process of uncovering needs among prospective and existing Everence clients, with a goal of personally generating new business and/or referring opportunities to other colleagues. - Ability to work independently and as a part of a team, working effectively with other support service team members. - Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) and ability to learn multiple database programs. - Self-disciplined and demanding of oneself; self-starter; motivation to excel, strong persuasive skills, and energetic. - Strong ambition and desire to generate new business and a sales orientation. - Appreciation for the mission of integrating faith and finance within a diverse community. - Results oriented, strong follow-through skills. - Possess ego strength (resiliency) to respond to both positive and negative outcomes. - When required from a compliance perspective, willing to disclose and certify all personal investment accounts, including any accounts held by your spouse, minor children, and immediate family members living in your household. - Belief in the mission of Everence and willingness to gain a good general knowledge of Everence products and services with respect for Christian faith and Anabaptist values. - Ability to travel regionally within on a regular basis, and nationally overnight as needed. - Bilingual skills are a plus to allow Everence to better serve our diverse clients but is not a requirement. Requirements - Bachelor’s degree or higher preferred; willingness to pursue other designations. - Administrative or sales experience, preferably in the financial services industry. A background in teaching, fundraising, or sales are beneficial skills. Willing to train. - Obtain appropriate licensing for respective products if not currently licensed. - Fingerprinted to open mail and work with confidential client information. Benefits - Full-time schedule.

Role Description Responsible for providing financial advice to clients to help them achieve their financial goals. Helping people to integrate their faith and finances through their investment, insurance, banking, and charitable giving decisions. This position serves our National Market specializing in Organizational Services. - Provide holistic investment, insurance, and charitable giving. - Maintain a strong knowledge of Everence products. - Generate new business and sales of products within designated region. - Build and maintain strong relationships with clients through excellent customer service, regular communication, and proactive outreach. - Build trust with clients through professional competency and empathy. - Cultivate connections and proactively deepen relationships to generate cross-sales and new opportunities. - Function effectively as part of a consultant team approach. - Acquire and maintain a working knowledge of all Everence-offered products and services. - Periodically make group presentations. - Achieve required licensures and complete continuing education credits and compliance requirements as needed to maintain all licenses. - Become proficient with the Customer Relationship Management (CRM) software and OnBase software platform for workflows and file storage. - Acquire and maintain a strong working knowledge of compliance regulations. - Additional duties as assigned. - Areas of specialization include: Organizational Services. Qualifications - High attention to detail and organization. - Excellent interpersonal and communication skills both written and verbal, respectful, diplomatic, and professional in interactions with others. - Ability to explain complex financial concepts in an easily understood manner. - Willingness to follow a process of uncovering needs among prospective and existing Everence clients, with a goal of personally generating new business and/or referring opportunities to other colleagues. - Ability to work independently and as a part of a team, working effectively with other support service team members. - Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) and ability to learn multiple database programs. - Self-disciplined and demanding of oneself; self-starter; motivation to excel, strong persuasive skills, and energetic. - Strong ambition and desire to generate new business and a sales orientation. - Appreciation for the mission of integrating faith and finance within a diverse community. - Familiarity with the Church of the Brethren and other Anabaptist faith communities. - Results oriented, strong follow-through skills. - Possess ego strength (resiliency) to respond to both positive and negative outcomes. - When required from a compliance perspective, willing to disclose and certify all personal investment accounts, including any accounts held by your spouse, minor children, and immediate family members living in your household. - Belief in the mission of Everence and willingness to gain a good general knowledge of Everence products and services with respect for Christian faith and Anabaptist values. - Ability to travel regionally within on a regular basis, and nationally overnight as needed. - Bilingual skills are a plus to allow Everence to better serve our diverse clients but is not a requirement. Requirements - Bachelor’s degree or higher preferred; willingness to pursue other designations. - Administrative or sales experience, preferably in the financial services industry. A background in teaching, fundraising, or sales are beneficial skills. Willing to train. - Obtain appropriate licensing for respective products if not currently licensed. - Fingerprinted to open mail and work with confidential client information. Benefits - Full-time schedule.